Group 1 - The core point of the article highlights the net redemptions of the Hua Bao Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF (520560), which faced a net outflow of 3.6986 million yuan on February 3, ranking 40th out of 212 in cross-border ETF net outflows [1] - As of February 3, the latest scale of the Hua Bao Hong Kong Stock Connect Hang Seng China (Hong Kong Listed) 30 ETF is 755 million yuan, down from 766 million yuan the previous day, indicating a net outflow of 0.48% relative to the previous day's scale [1] - Over the past 5 days, the fund experienced net redemptions totaling 35.4312 million yuan, ranking 25th out of 212 in cross-border ETF net outflows [1] - The fund's scale has decreased by 7.60% and its assets by 7.01% since the beginning of the year, with the latest share count at 814 million [2] Group 2 - The fund's management fee is 0.50% annually, and the custody fee is 0.10% annually [2] - The fund is managed by Zhang Fang and Jiang Junyang, both of whom have recorded a return of -7.27% since the fund's inception on September 24, 2025 [3] - The top holdings of the fund include Tencent Holdings (14.92%), Alibaba-W (13.98%), and China Construction Bank (7.23%), among others, with significant investments in major Chinese companies [3]

Core Viewpoint - The Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159266) experienced a net redemption of 4.0133 million yuan on February 3, ranking 38th out of 212 in cross-border ETF net outflows [1] Group 1: Fund Performance - As of February 3, the latest size of the Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159266) is 562 million yuan, down from 564 million yuan the previous day, with a net outflow of 0.71% of the previous day's size [1] - Year-to-date, the fund's shares have decreased by 9.58% and its size has decreased by 8.03% compared to December 31, 2025, when the shares were 616 million and the size was 611 million yuan [2] Group 2: Liquidity and Trading Activity - Over the last 20 trading days, the cumulative trading amount for the ETF is 254 million yuan, with an average daily trading amount of 12.6913 million yuan [2] - In the 22 trading days this year, the cumulative trading amount is 266 million yuan, with an average daily trading amount of 12.0983 million yuan [2] Group 3: Fund Management and Holdings - The current fund managers are Liu Tingyu and Cai Leping, with Liu managing the fund since July 23, 2025, achieving a return of 0.96%, while Cai has managed it since November 5, 2025, with a return of -1.82% [2] - Major holdings in the fund include China COSCO Shipping, China Shenhua Energy, CNOOC, Sinopec Engineering, China National Offshore Oil Corporation, and others, with respective holding percentages and market values detailed [2]

Core Viewpoint - The Hong Kong Dividend ETF (工银, 159691) experienced significant net redemptions, indicating a trend of outflow from this fund, which may reflect investor sentiment and market conditions [1][2]. Fund Performance - As of February 3, the latest scale of the Hong Kong Dividend ETF is 85.4 billion yuan, with a net outflow of 28.23 million yuan on that day, representing 0.33% of the previous day's scale [1]. - Over the past five days, the fund faced net redemptions totaling 68.26 million yuan, ranking 15th out of 212 in cross-border ETF net outflows [1]. - In the last ten days, the total net redemptions reached 202 million yuan, ranking 7th out of 212 [1]. - Over the past 20 days, the fund saw net redemptions of 332 million yuan, ranking 8th out of 212 [1]. Fund Size and Liquidity - The current share count of the Hong Kong Dividend ETF is 6.282 billion shares, with a scale of 85.4 billion yuan, showing a 3.80% decrease in shares and a 1.24% increase in scale since December 31, 2025 [2]. - The cumulative trading amount over the last 20 trading days is 6.501 billion yuan, with an average daily trading amount of 325 million yuan [2]. - Year-to-date, the cumulative trading amount is 7.151 billion yuan, with an average daily trading amount of 325 million yuan [2]. Fund Management - The current fund managers are Liu Weilin and He Shun, with Liu managing since March 30, 2023, achieving a return of 36.96%, while He is set to manage from May 30, 2024, with a return of 14.67% [2]. Top Holdings - The fund's top holdings include: - China National Offshore Oil Corporation (14.55% holding) - China Shenhua Energy (9.65% holding) - China Pacific Insurance (8.90% holding) - China Hongqiao Group (7.68% holding) - CLP Holdings (7.53% holding) - WH Group (7.36% holding) - Power Assets Holdings (6.21% holding) - Haier Smart Home (3.50% holding) - People's Insurance Company of China (3.42% holding) - CSPC Pharmaceutical Group (3.41% holding) [2].

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.08%, the Shenzhen Component down 0.39%, and the ChiNext Index down 0.80% [3][4] - The Hong Kong market also opened lower, with the Hang Seng Index down 0.14% and the Hang Seng Tech Index down 0.87% [5][6] Sector Performance - The storage chip sector experienced significant declines, with companies like Deep Kangjia A hitting the daily limit down, and others such as Puran, Lanke Technology, Baiwei Storage, and Shannon Chip also opening lower [2] - The AI computing power industry chain saw a downturn, particularly in the storage and CPO sectors, while semiconductor and consumer electronics themes were among the hardest hit [4] - Conversely, gold, basic metals, and oil and gas sectors showed signs of rebound [4]

（免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 编辑|金冥羽 杜波 校对|段炼 2月4日，上证指数低开0.08%，创业板指跌0.8%。AI算力产业链走低，存储器、CPO方向领跌；半导体、消费电子题材跌幅靠前。黄金、基本金属、油气 板块反弹。 每经记者｜黄胜 每经编辑｜金冥羽 央行今日开展750亿元7天逆回购操作，操作利率为1.40%，与此前持平。因今日有3775亿元7天期逆回购到期，实现净回笼3025亿元。 记者|黄胜 中信证券研报称，回顾2026年1月央行政策表述，预期管理优先级或更高。鉴于降准成本低于扩表类工具，在净息差收窄、预计年中政府债发行压力较大 背景下，为保证银行承接，我们预计26Q2降准概率大。结构性降息落地后，总量降息节奏更关注通胀，我们预计2026年通胀分化、上半年偏弱且整体低 于下半年。债市短期看情绪、中期看货币、长期看通胀，或偏强震荡至春节，节后关注两会变量，长期利率存在上行风险。 港股低开，恒生指数低开0.14%，恒生科技指数跌0.87%。紫金矿业涨逾2%，中国海洋石油涨近2%。科网股多数走低，美团、快手、腾讯控股、携程集 团、华虹半导体跌幅靠 ...

09:21 港股开盘丨恒生指数低开0.14% 恒生指数低开0.14%，恒生科技指数跌0.87%。紫金矿业涨逾2%，中国海洋石油涨近2%。科网股多数走低，美团、快手、腾讯控股、携程集 团、华虹半导体跌幅靠前。 | મટા | 恒生指数 | 100 | 26797.05c | -37.72 | -0.14% | | --- | --- | --- | --- | --- | --- | | HSTECH 恒生科技 | | ( | 5419.93c | -47.33 | -0.87% | 沪指低开0.08%，深成指低开0.39%，创业板指低开0.80%。科创综指低开0.78%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | No | 4064.68 | -3.06 | -0.08% | | 399001 | 深证成指 | | 14072.41 | -54.70 | -0.39% | | 399006 | 创业板指 | | 3298.32 | -26.57 | -0.80% | | 0 ...

中国海洋石油有限公司是一家主要从事原油和天然气勘探、开发、生产及销售的中国公司。该公司通过 三个分部开展业务。勘探及生产分部从事上游石油业务，主要包括常规油气业务，页岩油气业务，油砂 业务和其他非常规油气业务。贸易业务分部从事原油贸易业务，主要包括石油产品分成合同下销售归属 于外国合作方的原油及天然气以及第三方原油贸易业务。公司业务分部从事总部管理、资金管理,以及 研究开发等业务。该公司主要在国内及海外市场开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月3日南向资金减持2170.59万股中国海洋石油（00883.HK）。近5个交易日中，获南向 资金减持的有2天，累计净减持470.8万股。近20个交易日中，获南向资金增持的有13天，累计净增持 5661.9万股。截至目前，南向资金持有中国海洋石油（00883.HK）102.85亿股，占公司已发行普通股的 21.63%。 ...

Core Viewpoint - BlackRock has established itself as a dominant player in the global asset management industry, leveraging technology and strategic acquisitions to grow its assets under management significantly over the years [2][4][6]. Group 1: Company History and Growth - BlackRock was founded in 1988 by Larry Fink and seven partners, initially as a division of Blackstone focused on fixed income asset management [2]. - The company became independent in 1994 and went public in 1999, with assets under management reaching hundreds of billions [4]. - By 2006, BlackRock acquired Merrill Lynch's investment management business, increasing its assets to $1 trillion, and further expanded by purchasing Barclays' iShares business in 2009 for $13.5 billion, becoming a leader in the ETF market [4]. Group 2: Current Asset Management and Market Influence - By the end of 2025, BlackRock is projected to manage over $12.5 trillion in assets, with estimates reaching $14 trillion in early 2026, making it the third-largest asset manager globally [6]. - The company operates in over 30 countries with more than 20,000 employees and serves clients from over 100 regions [6]. - BlackRock's technology solutions, including the Aladdin system, play a crucial role in risk management and investment strategies [2][6]. Group 3: Investment Strategies in China - BlackRock has significantly increased its presence in the Chinese market, influencing over 1,200 listed companies through more than 200 ETF products, with its iShares MSCI China ETF being a major conduit for over $50 billion in foreign investment [8]. - The company employs complex fund structures to navigate ownership limits in China, allowing it to maintain substantial stakes in key sectors such as new energy and technology [10]. - Notable holdings include 7.02% in BYD, 5.18% in Kuaishou, and significant stakes in major Chinese banks and state-owned enterprises [11]. Group 4: Regulatory Environment and Strategic Adjustments - In response to foreign investment penetration, China has implemented stricter regulations to ensure financial security while still welcoming foreign capital [14][16]. - Recent regulatory changes have lowered barriers for foreign investors, allowing for more flexible investment strategies and reduced holding periods [16]. - BlackRock's operations in China are subject to ongoing regulatory scrutiny, necessitating strategic adjustments to align with local policies [18][20].

Core Viewpoint - The National Development and Reform Commission announced an increase in domestic gasoline and diesel prices due to rising international oil price fluctuations, effective from February 3 at 24:00 [1] Group 1: Price Changes - Domestic gasoline price will increase by 205 yuan per ton, while diesel price will rise by 195 yuan per ton [1] Group 2: Regulatory Actions - The National Development and Reform Commission has instructed major oil companies, including PetroChina, Sinopec, and CNOOC, to ensure stable supply and compliance with national pricing policies [1] - Local authorities are required to enhance market supervision and strictly investigate any violations of national pricing policies to maintain normal market order [1] - Consumers are encouraged to report price violations through the 12315 platform [1]

Group 1 - The total income of central enterprise leaders consists of annual salary and term incentive income, with the latter being distributed every three years [1] - The term incentive income for central enterprise leaders for the period 2022-2024 has been publicly disclosed [1] - The disclosure includes various state-owned enterprises such as China National Petroleum Corporation and State Grid Corporation of China [1]